Reference Glossary Settings
Here you can find a glossary of terms/concepts used in workauto related to settings.
Settings
Settings are configurations that allow you to customise how workauto functions for your business. These settings can be accessed from the settings menu in the office view.
Technicians
Technicians are the individuals who perform the work on jobs. You can add, edit, and manage technicians in the settings menu. Each technician uses the same company pin code to login to the techview.
Company
You can set the hours your business operates, your company name, address, and the timezone your business is located in. This information is used in various parts of workauto, such as job scheduling and reminders.
The daily availability setting allows you to set the hours your business operates each day. This is used to determine how many hours you have available in the planner.
Set your daily availability accurately — the planner uses it to show how much time is assigned vs available each day.
Planner View
You can configure how the planner is displayed from the company settings:
- Single day / week view — Switch between the multi-day week view and the original single day planner view, depending on which layout works best for your workflow.
- Show weekends — Optionally remove Saturday and Sunday from the planner if your workshop doesn't operate at weekends, keeping the view focused on your working week.
Account
Update your display name and password for your workauto account. This is the account you use to login to workauto.
Company Users
Company users are individuals who have access to your workauto account. You can add as many users as you need.
Billing
Billing is where you can view your current plan, update your payment method, and view your billing history.